# A. Howard Matz > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/24170 ## Record - **Judge:** A. Howard Matz - **Year:** 2010 - **Pages:** 12 ## Text TRUSTNO.3 — Int/Div AllianceBemnstein Tax Mged — Sold AllanceBemstein Tax Mged — Sold AllianceBemstein Tax Mged — Sold AllianceBemnstein Tax Mged — Sold AllianceBernstein Tax Mged — Sold AllianceBernstein Tax Mged — Buy IRAONE — Int/Div AllianceBemstein Wealth Apprec — Sold AllianceBemstein Wealth Apprec — Buy AllianceBemstein Wealth Apprec — Sold AllianceBernstein Wealth Apprec — Sold AllianceBernstein Wealth Apprec — Sold AllianceBemnstein Wealth Apprec — Buy IRATWO — Int/Div AllianceBernstein Wealth Apprec — Sold AllianceBemnstein Wealth Apprec — Sold AllianceBemnstein Wealth Apprec — Buy AllhanceBemstein Wealth Apprec — Sold AllianceBernstein Wealth Apprec — Sold AllianceBernstein Wealth Apprec — Buy TRUSTONE — Int/Div Allianz AGIC Opport — Sold Artisan Int! Black Rock Equity Dividend Fund General Electric JP Morgan Mid Cap — Sold JP Morgan Mid Cap — Sold Merger Fund — Sold Morgan Stanley Inst. Emerging Markets — Sold Permanent Portfolio — Sold Schwab Money Fund Selected American Shares — Sold Venzon Comm Walt Disney Fidelity Contra — Sold Fidelity Contra — Sold Morgan Stanley Inst. Mid Cap Growth Fund — Sold Morgan Stanley Inst. Mid Cap Growth Fund — Sold Oakmark Intl. Small Cap Fund ICM Small Company Fund — Sold Dodge & Cox Intl. Stock Fund Forward Tactical Growth — Sold JP Morgan Strategic Income Fund — Sold JP Morgan Strategic Income Fund RS Emerging Markets — Buy MLP Alphon Fund — Buy Frontier Comm. Corp — from line 34) JRA ROLLOVER — Int/Div Allianz AGIC Opp ArtisanIntl. Fund Dodge & Cox Intl. Stock Fund ICM Small Company Portfolio JP Morgan Mid. Cap Value Fund MergerFund — Sold MS Inst. Emerging Markets — Sold MS Inst. Mid Cap Growth Oakmark Intl. Small Cap Permanent Portfolio Selected American Shares — Sold SchwabMoney Fund Black Rock Equity Dividend Fund FidelityContra Fund Forward Tactical Growth Fund — Sold JP Morgan Strategic Income Fund RS Emerging Mkts — Buy UBSE. Tracs Alerican MLP — Buy Permanent Portfolio — Sold Selected American Shares Schwab Money Fund Black Rock Equity Dividend Fund — Buy Fidelity Contra Fund — Buy TCW Total Retum Bond Fund — Buy TCW Total Retum Bond Fund — Buy TCW Total Retum Bond Fund — Buy TCW Total Retum Bond Fund — Sold Forward Tactical Growth Inst. Fund — Buy JP Morgan Strategic Income Fund — Buy TRUST NO. TWO — Interest Oppenheimer M/IM Whittier CA Bon Calif. St. G/O Bond 2035 ContraCosta LA Bond Upland CA Bond — Buy CalEDL Fac 5.25% 4/1/24 — Buy Calif. St G/O 2033 CAEDL Fac 5% 10/1/2036 San Bemardino Bond — Redeemed Cal St G/O Bond 2015 — Redeemed Torrance CA Bond Capistrano CA Bond South Tahoe BonitaCanyon CA Bond Centos CA Bond Willis CA Bond Cupertino CA Bond Montclair CA Bond — Buy Calif. Stwde 5.75% (State Water Dev.) Calif. HFA 5.375% Bell Gardens 5% TRUSTNO.6 — Interest TIAA-CREF — Interest Co-Trustor and Co-Trustee, FL Trust --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/24170. Public record. Not legal advice.